Caveat: Business is brutally hard. People are messy. Journalism, especially when focused on taking down an entire industry and our modern economic system, can get facts wrong. With that said, many points should be examined. And, PE should continue to self-reform.
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I love this model. Wondered for years if there were firms/funds buying “real businesses” that payback investment other than trying to pawn it off on someone else. Curious about your payback model. Do you have a target horizon to return cap via dividends?
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Our fund has a 27 year life with an option to renew at year 25. Thankfully, our investors are very patient.
- Još 7 drugih odgovora
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Don't disagree w/ most of the principles you cite, but it does seem strange that we are talking about a 4,300 store chain that failed miserably as a public co and proceeded to file BK twice in 2 years, and the criticism is that more equity wasn't deployed to this idea.
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Article mentions 70% of stores still had 1980's signs (again this was a huge public co), and that the same shoes can be had on amazon or zappos today... As a public co, the stores traded for negative EV vs. what the owned shoe brands were worth (owned Sperry Topsider + others)
- Još 1 odgovor
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Čini se da učitavanje traje već neko vrijeme.
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